Joseph R Agee

Jacob Adams is a financial advisor at Axient Investment Advisors LLC with Series 63 and Series 65 licenses and three years of industry experience. He has held prior roles at StoneX Securities Inc, Cambridge Investment Research Advisors, and Lighthouse Financial Advisors, among others. Outside of his primary position, Adams also serves as a financial advisor at Eagle Creek Wealth Management. Axient Investment Advisors LLC provides discretionary investment management, financial planning, and ERISA consulting services to retirement plans, trusts, corporations, and charitable organizations. The firm manages approximately $454 million in discretionary assets and offers various investment delivery models, including proprietary portfolios and third-party managers, with client assets custodied at Pershing LLC.

Allen Wall is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 credential and bringing 22 years of industry experience. His prior work includes roles at Stonex Advisors Inc., StoneX Securities Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory role, Wall serves on the finance committee board for First United Methodist Church in Florence, AL, where he reviews the church’s budget and financials. Axient Investment Advisors provides discretionary investment management, financial planning, ERISA consulting, and advisor-led consulting to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple portfolio management models and emphasizes both tactical and strategic allocation approaches.

James Boggus is a financial advisor at AlphaStar Capital Management with 8 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Equitable Advisors. Outside of his advisory role, he is involved with United Benefits Insurance. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset classes.

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Brantley Claunch is a financial advisor with AlphaStar Capital Management in Florence, AL, holding a Series 65 designation and two years of industry experience. His career includes roles at United Benefits Insurance and Bank Independent. Outside his advisory work, he is involved in non-investment ventures, including ownership interests in small businesses that operate vending machines and renovate properties. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset types, and supports ERISA-related plan services.

Jennifer Mc Means is a Series 65 licensed financial advisor at Empower Advisory Group with over 11 years of industry experience, including seven years at Fish and Associates before joining Empower in 2022. She is based in Florence, Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.